Approvals Dashboard

General Features

Search: This functionality allows users to search through the list of documents quickly, ensuring easy navigation and retrieval of specific items.
Multi-Company Button: Activating this feature switches to multi-company mode, broadening the scope of the document list to include all users' organization units, not just the user's selected organization unit.

To streamline document management, the dashboard includes several filtering options:

Document Type Dropdown: Filters documents by their type.
Status date: Filters documents by the initialization date.
Role: Filters documents by the role of the user who created them.
Organization Units Dropdown: Filters documents by the organization unit of the creator.
Company: Filters documents by the company of the creator.

The dashboard presents essential document information through the following columns:

Document ID: Displays the unique ID of the document, accompanied by an icon that represents its type or status.
Document Type: Indicates the type of document, such as Travel Request, Purchase Request, etc.
Status date: Shows the time of the most recent status update for the document, providing a clear view of its current progress.
Role: Displays the role of the document's creator, helping identify their level of involvement or responsibility.
Organization Units: Shows the organization unit of the document's creator, allowing for quick identification of their departmental or team affiliation.
Company: Displays the company associated with the document's creator, which can be useful for distinguishing between different organizational entities.

The Review Document button enables users to navigate directly to the selected document for further review or action.